BT Superannuation Savings - Managed Fund (Closed)

Fund Objective

To maximise returns and provide capital security.

Fund Strategy

To invest either directly in assets or indirectly in collective investments (such as life policies or unit trusts), predominantly in short-term liquid assets such as bank bills. A portion of the underlying investments of the Fund may have an exposure to Australian and overseas corporate bonds.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.5%	0.87%	1.41%	2.18%	1.5%	1.32%	1.29%	2%
Growth return	0.5%	0.87%	1.41%	2.18%	1.5%	1.32%	1.29%	2%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.37%	1.09%	2.19%	-%	4.08%	3.08%	1.93%	1.92%

As at 30 Jun 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Superannuation Savings

Cash: 100%

Australian Equities: 0%

International Equities: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Cash: 22.84%

Australian Equities: 5.55%

International Equities: 8.97%

Property: 1.84%

Fixed Interest: 34.54%

Alternatives: 26.26%

General Information

Fund Details

Type	Description
Fund Name	BT Superannuation Savings
Fund Status	Closed
Responsible Entity	Westpac Financial Services Limited
APIR Code	WFS0402AU
Sector/Asset Class	Australian Cash
Morningstar Rating	(as at 31 Mar 2013)
Legal Structure	Superannuation Fund
Fund Inception	13 Jan 1977
Fund Size	$0 million (as at 30 Jun 2018)
Entry Price	$12.5236 (as at 24 Jul 2018)
Exit Price	$12.5236 (as at 24 Jul 2018)
Fund Status	Finalised

Offer information

Type	Description
MER	1.21% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR)	1.34% (as at 30 Jun 2015)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the BT Superannuation Savings

What is the objective of the BT Superannuation Savings managed fund?

The objective of the BT Superannuation Savings managed fund is To maximise returns and provide capital security.

What is the strategy for the BT Superannuation Savings managed fund?

The strategy of the BT Superannuation Savings managed fund is To invest either directly in assets or indirectly in collective investments (such as life policies or unit trusts), predominantly in short-term liquid assets such as bank bills. A portion of the underlying investments of the Fund may have an exposure to Australian and overseas corporate bonds.

What is the APIR code of the BT Superannuation Savings managed fund?

The APIR code of the BT Superannuation Savings managed fund is WFS0402AU.

What was BT Superannuation Savings’s total return last month?

BT Superannuation Savings’s total return last month was 0.5%. This was made up of a growth return of 0.5% and an income return of 0%. These returns were calculated as at 30 Jun 2018.

What was BT Superannuation Savings’s total return for the last three months?

BT Superannuation Savings’s total return for the last three months was 0.87%. This was made up of a growth return of 0.87% and an income return of 0%%. These returns were calculated as at 30 Jun 2018.

What is BT Superannuation Savings’s one-year total return?

BT Superannuation Savings’s one-year total return is 2.18%. This was made up of a growth return of 2.18% and an income return of 0%. These returns were calculated as at 30 Jun 2018.

What is BT Superannuation Savings’s three-year total return?

BT Superannuation Savings’s one-year total return is 1.32%. This was made up of a growth return of 1.32% and an income return of 0%. These returns were calculated as at 30 Jun 2018.

What is the asset allocation of the BT Superannuation Savings managed fund?

The asset allocation of the BT Superannuation Savings managed fund is :

Cash: 100%

Australian Equities: 0%

International Equities: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the BT Superannuation Savings managed fund?

The Responsible Entity for the BT Superannuation Savings managed fund is Westpac Financial Services Limited.

What sector/asset class does the BT Superannuation Savings managed fund belong to?

The BT Superannuation Savings managed fund belongs to the Australian Cash sector/asset class.

What is the size of the BT Superannuation Savings managed fund?

As at 30 Jun 2018, the size of the BT Superannuation Savings managed fund was $0 million.

What is the inception date of the BT Superannuation Savings managed fund?

The BT Superannuation Savings managed fund has an inception date of 13 Jan 1977.

What is the current entry price of the BT Superannuation Savings managed fund?

The current entry price of the BT Superannuation Savings managed fund is $12.5236 per unit and the current exit price is $12.5236 per unit (as at 24 Jul 2018).

What is the current exit price of the BT Superannuation Savings managed fund?

The current exit price of the BT Superannuation Savings managed fund is $12.5236 per unit and the current entry price is $12.5236 per unit (as at 24 Jul 2018).

What is the minimum investment amount for the BT Superannuation Savings managed fund?

The minimum initial investment amount for the BT Superannuation Savings managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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